Meet your team

Executive Team

Ann Miller,BA

Chief Revenue Officer

As Chief Revenue Officer, my focus is to amplify the mission and message of Carlcorp, demonstrating to investors that it is possible to build a financial legacy without compromising the environment. My core values are mentorship, collaboration, and innovation, and I strive to embody these values in my daily work. In my spare time, I relish spending quality time with my family, swimming, hiking, and snowboarding - activities that bring me joy and help me to stay connected with nature.

Steven Shepard, MBA, CPA, CGA

CEO / Partner

Since joining Carlcorp, I have witnessed our company become a leading provider of sustainable investments. Providing investment solutions to our clients is an important responsibility that I am proud to undertake as CEO.

In my spare time, I enjoy spending time with my wife and daughter, whose laughter helps me find balance.

kim Zang, BSc

Director of Information Technology / Partner

I am responsible for managing IT operations and financial data processing, enabling Carlcorp to reach our business objectives. I prioritize accountability, organization, and efficiency in my work, ensuring that our goals are met. In my free time, I enjoy spending quality time with my husband and son.

Miguel Powers , CFA, MBA

Executive Chair Person & Co-Chief Investment Officer

Co-founding Carlcorp has been an incredibly exhilarating accomplishment. My philosophy is straightforward: prioritize providing value for your customers, and the rest will take care of itself. In my spare time, I relish reading about history and geopolitics, or spending quality time with my wife and two granddaughters.

Dwayne Cordova , CFA, MBA

Chief Sustainability Officer / Co-Chief Investment Officer / Partner

As Chief Sustainability Officer, I am responsible for overseeing the allocation of our sustainable initiatives, including the research and portfolio construction that goes into them. I am deeply passionate about environmental and social issues, and I am committed to making a positive impact with my career. In my free time, I cherish spending quality time with my wife and three children.

Denise Bower, CIM, CFP

Client Relationship Manager / Partner

As a Client Relationship Manager, I specialize in asset management and financial planning for clients. I prioritize honesty and transparency in all of my work, as I understand that trust is earned, not granted. I am committed to strengthening relationships with my clients by always doing the right thing. My dedication to continuing education throughout my career has been a major professional accomplishment, allowing me to reach my career aspirations.

Am the proud mother of two incredible individuals, and I am fortunate to have the love and support of my partner.

Dana Hartmann, CIM, CFP

Client Relationship Manager / Partner

As a Client Relationship Manager, my specialty lies in investment management and financial planning. I am a Chartered Investment Manager and a Certified Financial Planner, and I strive to uphold the values of honesty, integrity, authenticity, learning, and helping others in all of my work. I believe that ethical transparency and putting clients' needs first are essential for success in an ever-changing and challenging environment.

In my free time, I am an avid sports enthusiast and I love to travel. I am always looking for new ways to expand my knowledge and explore the world.

Colton Fortner BSc, OC, CFA

Co-Founder & Chair of the Board

Co-Founder & Chair of the Board As a client-focused individual, I have always emphasized and personified the traits of accountability and transparency.

My objective is to make Carlcorp a successful firm for all stakeholders, including clients, staff, shareholders, and the community as a whole.

Outside of work I can be found spendinf time with my wife and kids.

Carol Henson (She/Her) CFA, MSc, MA

Head of Equity Investments / Portfolio Manager / Partner

As the Head of Equity Investments, I am responsible for managing our equity investment strategies and overseeing our rebalancing, portfolio construction, and trading processes. I am passionate about quantitative investment research and the innovative concepts that come from it. In my free time, I enjoy travelling with my ever-expanding family.

Investment Team

Zander Anderson

Chief Portfolio Analyst

As the Chief Portfolio Analyst at CarlCorp, With years of experience in portfolio management and a deep understanding of the financial markets, I work with a team of analysts who are committed to giving around-the-clock attention to Clients' financial goals.

I believe in continuous learning to enhance my professional competence.

After work, you’ll find me lifting weights at the gym and listening to EDM.

Jeremy Dickson

Sustainable Investment Analyst

I am passionate about creating positive change and as a Sustainable Investment Analyst I work to provide clients with market leading insights that fuels sustainability of investment returns.

I believe that the honesty, passion, and continuous learning are key to building the best workplace to provide clients with maximum value.

Outside of work I can be found working out, reading, and enjoying nature.

Jayden Hanvesh

Macro Strategist

I am a Macro Strategist. My focus is on economic research and tactical asset allocation.

Innovation, time management, and efficiency are key values to good work.

Taking in the great outdoors is my favourite pastime, whether it is hiking or camping.

Operations Team

TAO Aiguo

Software Developer

As a software developer at Carlcorp, I specialize in designing and implementing innovative software solutions that drive our business forward.

At Carcorp, we recognize the importance of leveraging emerging technologies to stay ahead of the competition. That's why we have invested in developing AI tools that help us deliver more accurate results for our clients. As a software developer, I am proud to have played a key role in the creation of these tools.

I enjoy a good book and a hot cup of tea on a rainy day.

Sebastian Axel


Throughout the past 20 years, I have witnessed the transformation of our company into a prominent provider of sustainable investment opportunities. As the COO, I take pride in facilitating the delivery of these solutions to our clients.

The recognition of receiving the 2019 CFO of the Year Award is a testament to the tireless efforts, determination, and devotion of our team. It also demonstrates our collective commitment to our core principles .

In my personal time, I relish the company of my wife and daughter, who bring balance to my life through their infectious laughter.

Karime Abelardo

Accounting and Compliance Administrator

My position as the Administrator of Accounting and Compliance involves ensuring financial accuracy through activities such as reviewing and reconciling accounts.

I hold steadfast to the values of discipline, dedication, and teamwork, as I strongly believe in their importance. I maintain a passion for continual learning and always strive for excellence.

When not at work, I enjoy indulging in my creative interests such as painting and listening to music. Exploring new places and admiring the natural beauty of the world is also a cherished pastime of mine.

Anita Coblah

Client Service Associate

As a Client Service Associate at Carlcorp, my role is to provide exceptional service and support to our clients. With a focus on building strong relationships and ensuring client satisfaction, I work closely with our team of advisors to deliver personalized solutions that meet our clients' unique needs.

During weekends or vacations, I enjoy swimming and other outdoor activities with my husband and dog. We love travelling around as well.